Timeline Entry without linked account

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  • Idea
  • Updated 2 months ago
I have a customer that would like to be able to add a timeline entry (potentially a CTA also) to track to do lists outside of linking to an account. 

I find that this could be very beneficial as Gainsight could keep track of more than just the account but also a "to do" list for daily/weekly/monthly tasks.
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Cameron Wright, Employee

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Posted 2 months ago

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Dan Ahrens, Official Rep

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Could they accomplish this by adding their own company as a "customer" and then adding timeline updates or CTAs for internal use only?